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05-27

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李大霄：三星和海力士权重过高造成韩国股市整体性繁荣的假象

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content=\"telephone=no,email=no,address=no\" />\n<title>李大霄：三星和海力士权重过高造成韩国股市整体性繁荣的假象</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n李大霄：三星和海力士权重过高造成韩国股市整体性繁荣的假象\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1077578553\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/63f98f2e899d607a12011e4ecf9c0ac7);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2026-05-25 10:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>在凤凰<a href=\"https://laohu8.com/S/00737\">湾区</a>财经论坛金融峰会前夕，前券商首席经济学家李大霄称，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>与海力士合计占韩国指数 49%，权重严重失衡。韩国综合指数和韩国的KOSDAQ指数出现了明显的背离，这种背离也说明了分化的产生。两大权重股的上涨和下跌与整体股市背离，制造出韩国股市整体繁荣的假象。韩国股市估值处于历史高位，真实水平被权重股平均掩盖，实际偏高。市场面临回落、震荡与修正风险，投资者不宜激进加杠杆。</p>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KDEF":"PLUS Korea Defense Industry Index ETF","KORU":"3倍做多韩国ETF-Direxion","DRAM":"Roundhill Memory ETF","BK4588":"碎股","VEA":"EAFE指数ETF-Vanguard MSCI","EWY":"韩国ETF-iShares MSCI","BK4585":"ETF&股票定投概念","FLKR":"Franklin FTSE South Korea ETF","EMXC":"iShares MSCI Emerging Markets ex China ETF","BK4535":"淡马锡持仓","MKOR":"Matthews Korea Active ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","EEMO":"Invesco S&P Emerging Markets Momentum ETF"},"source_url":"https://finance.ifeng.com/c/8tPVL1S0kX7","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2638581445","content_text":"在凤凰湾区财经论坛金融峰会前夕，前券商首席经济学家李大霄称，三星与海力士合计占韩国指数 49%，权重严重失衡。韩国综合指数和韩国的KOSDAQ指数出现了明显的背离，这种背离也说明了分化的产生。两大权重股的上涨和下跌与整体股市背离，制造出韩国股市整体繁荣的假象。韩国股市估值处于历史高位，真实水平被权重股平均掩盖，实际偏高。市场面临回落、震荡与修正风险，投资者不宜激进加杠杆。","news_type":1,"symbols_score_info":{"KDEF":1.5,"DRAM":1.5,"KORU":1.5,"EWY":1.5,"EEMO":1.5,"FLKR":1.5,"EMXC":1.5,"MKOR":1.5,"VEA":1.5}},"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}